Gilbert & Cook Inc. Has $33.94 Million Holdings in iShares Russell Mid-Cap ETF $IWR

Gilbert & Cook Inc. reduced its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 352,588 shares of the company’s stock after selling 9,870 shares during the period. iShares Russell Mid-Cap ETF comprises about 4.3% of Gilbert & Cook Inc.’s investment portfolio, making the stock its 6th biggest position. Gilbert & Cook Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $33,944,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. First Horizon Corp acquired a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $10,431,000. D.A. Davidson & CO. lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.0% during the third quarter. D.A. Davidson & CO. now owns 318,885 shares of the company’s stock valued at $30,788,000 after acquiring an additional 6,307 shares during the period. Ashton Thomas Securities LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the third quarter valued at $810,000. Allspring Global Investments Holdings LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 156.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 15,134 shares of the company’s stock valued at $1,461,000 after purchasing an additional 9,228 shares in the last quarter. Finally, TABR Capital Management LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at $6,405,000. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

IWR opened at $95.69 on Friday. The firm has a market cap of $45.76 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. The firm’s 50-day simple moving average is $100.51 and its 200-day simple moving average is $97.81. iShares Russell Mid-Cap ETF has a twelve month low of $73.17 and a twelve month high of $103.53.

iShares Russell Mid-Cap ETF Company Profile

iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time.